Financial Planning

We offer a comprehensive suite of financial planning services designed to help individuals, partnerships, companies, trusts, and self-managed superannuation funds (SMSFs) achieve their financial objectives. With a client-first approach, we provide personalised advice tailored to unique financial situations and goals.

What we provide

• Investment advice
• Life and risk insurance
• Deposits and cash management
• Advice on super, including self-managed fund setup and management

Our process

We follow a structured six-step financial planning process to deliver high-quality advice:

• Introduction: Outlining the financial advice process.
• Discovery: Assessing your current financial situation and goals.
• Strategy Development: Crafting a tailored financial strategy.
• Presentation: Presenting advice and recommendations.
• Implementation: Assisting with the execution of financial strategies.
• Ongoing Review: Providing regular reviews to ensure the plan remains aligned with your goals.

We also integrate tax and wealth planning, leveraging our expertise in accounting and tax advisory services. Our team, led by Preeti Sharma, a CPA and experienced financial planner, provides holistic support, ensuring seamless integration of financial and tax strategies.

Sharma & Co prides itself on delivering personalised, high-quality advice that empowers clients to achieve their financial goals. We maintain professionalism, transparency, and a commitment to client success through ongoing support and education.

For more information, contact us via the form below.